Docusign Instructions

We now have the capability to accept your electronically signed paperwork. Our new e-signature service, DocuSign®, is a fast, reliable, and secure way to fill out forms and sign documents online—from any device, anywhere. DocuSign e-signatures are legally binding for most transactions in almost every country and comply with the US federal ESIGN Act and UETA.

In these instructions, we’ve outlined how to use DocuSign. Please contact your advisory team if you have any questions.

How to Sign

  1. Review the DocuSign email.

    Your advisor will prepare and send a document to you. You’ll then receive an email from DocuSign. Open the email and review the message. Click Review Document to begin the signing process.

  2. Agree to sign electronically.

    Review the consumer disclosure and select the checkbox I agree to use electronic records and signatures. Click Continue.

  3. Start the signing process.

    Click the Start button on the left to begin the signing process. On the next screen, click the Sign button to start adopting your signature.

  4. Verify your name.

    Verify your name and initials are correct. If not, change them as needed.

  5. Adopt a signature.

    Do one of the following

    • Accept the default signature and initial style.
    • Click Select Style and select a signature option.
    • Click Draw. Draw your signature using a mouse, your finger, or a stylus.
  6. Save your signature.

    Click Adopt and Sign to adopt and save your signature information and return to the document.

  7. Confirm signing.

    Click Finish to confirm your signing once you’ve finished clicking all signature tags in the document.

  8. You're finished.

    Your advisory team will be notified as soon as you’ve signed the document.

Note: A message will appear stating you’ve completed your document. You can now download a PDF or print a copy of the document. The sender will receive an email with the signed document attached, and the signed document will appear in his or her DocuSign account.